Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
56 advisers found
NEXXUS HOLDINGS ADVISORS LLC
Santa Barbara, CA
AUM
$246.2M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
805-880-4105
Full profileNo website
WALSTAD INVESTMENT COUNSEL, INC.
Santa Barbara, CA
AUM
$79.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
805-963-7500
Full profileNo website
DOUBLE SPRINGS CAPITAL LLC
Santa Barbara, CA
AUM
$53.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
256-668-2281
Full profileNo website
CAPITAL WEALTH STRATEGIES, LLC
Santa Barbara, CA
AUM
$50.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(805) 485-2500
Full profileNo website
JOHANNSEN & ASSOCIATES, INC.
Santa Barbara, CA
AUM
$33.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
805-964-6959
Full profileNo website
Full profileNo website
Full profileNo website
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